See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,009 | $87,733-87.5% | $106,548-89.7% | $85,850-87.2% |
| Participation rate | 82.4% | 71.9%+10.4pp | 76.1%+6.2pp | 69.3%+13.0pp |
| Annual return | 18.45% | 21.86%-3.4pp | 26.80%-8.3pp | 318.53%-300.1pp |
| Employer contribution / active EE | $3,232 | $2,073+55.9% | $2,819+14.7% | $2,565+26.0% |
| Participant deferral / active EE | $1,694 | $3,469-51.2% | $4,398-61.5% | $3,952-57.1% |
| Admin fee / account holder | $582 | $6,767-91.4% | $7,407-92.1% | $6,260-90.7% |